Delta reviewing Airbus wide-body order, but more is going on

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Introduction

April 12, 2017, © Leeham Co.: Delta Air Lines today said on its earnings call that it is reviewing its wide-body order with Airbus.

At face value, the Delta statement might seem alarming. But as so often becomes the case, the “review” may not be what it seems.

Summary
  • There is more activity about fleet requirements than simply “reviewing” the wide-body orders.
  • Delta’s preparing to issue an RFP for single-aisle Airbus A321neos and/or Boeing 737-9/10s.
  • Boeing hopes Delta will be a launch customer for the MAX 10.
  • The NMA/MOM aircraft could be involved.

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